Support Portal & Knowledge Base

Users, Groups, & Partner Onboarding 17

• Admin User Welcome Kit
• Partner Approval and Onboarding Guide
• What is the difference between "Become a Partner" and "Request Access" forms?
• What is a Partner Manager?
• What is the Difference Between a Primary Contact and a Key Contact?

See all 17 articles

Home Page and Widgets 10

• How do I control who appears in the Partner Managers Widget?
• How do I use the Hero Banner Widget?
• How do I use the Icons Widget?
• How do I remove margins from around content on a Custom Page?
• How do I use the HTML Code Widget?

See all 10 articles

Library and Content 10

• What are Document thumbnails and how do I use them in the Library?
• How do I control the order of documents in the Library?
• How do Library Group permissions work?
• Can I move Folders in the Library?
• How do I delete a Library?

See all 10 articles

Deal Registration 10

• What is the Deal Registration Module and how does it work?
• How to configure the Deal Registration workflow
• How to Configure Deal Expiration
• What Deals can a User see?
• How to set up Deal Registration Region Permissions

See all 10 articles

Email Notifications 10

• What Email Notifications Are Available?
• What is the Email Log and how do I use it?
• What is the Email Digest feature and how does it work?
• How do I send out automatic email reminders?
• How does Channeltivity send emails?

See all 10 articles

Partner Agreements 3

• What is the Partner Agreements Functionality and How Do I Use It?
• How Do I Manually Upload a Signed Agreement to a Partner’s Profile?
• How Do I Assign Partner Agreements?

Reports 1

• How do I use Dynamic Reporting to create custom reports and Views?

Training and Certification Module 6

• What is the Training and Certification Module and how does it work?
• How do I create Training Courses, Lessons and Quizzes?
• How do I create User and Organization Certifications?
• How do I track completed Courses and Certifications in the Training and Certification Module?
• What is a Publish Status and how is it used in the Training and Certification Module?

See all 6 articles

Lead Distribution 7

• What is the Lead Distribution Module and how does it work?
• What happens when I assign a Lead?
• Why are the Lead details hidden from the Partner until they open the Lead?
• What Leads can a User see?
• How does the automatic Lead assignment field work?

See all 7 articles

MDF 8

• What is the MDF Module and how does it work?
• What's the difference between the MDF Account Balance and Available Balance?
• What are the different types of MDF Transactions?
• How Do I Import MDF Funds?
• How do I move an MDF Request to a different Partner Organization?

See all 8 articles

Business Planning 4

• What is the Business Planning Module and how does it work?
• How do I print a Business Plan?
• How do I unlock a Business Plan?
• How do I delete a Business Plan?

Co-Branded Collateral 2

• What is the Co-Branded Collateral Module and how does it work?
• How do I create and manage Co-Branded Collateral Assets?

Introduction & Table of Contents 3

• Channeltivity Welcome Kit
• Introduction & Table of Contents
• Implementation Guide Checklist

Before you get started 3

• Preparing for your Channeltivity Implementation
• Navigation and Controls
• Channeltivity Support and Contact Methods

Step 1: Portal Customizations 3

• Portal Skin Manager - Logo and Color Scheme
• Menu & Page Manager
• Custom Page Configuration

Step 2: Groups, Organizations & Users 4

• Group Creation
• Group Permissions Defined - Internal and Partner
• Organizations
• Users and Contacts

Step 3: Library Module 3

• Library Settings
• Adding Folders and Uploading Content
• Setting Group Permissions for Library Content

Step 4: Notifications and Email Settings 4

• Email Settings
• Email Reports and Templates
• Admin Email Notifications
• Automatic Email Reminders

Step 5: Home Page Configuration and Widgets 1

• Managing Custom Page Content

Step 6: Partner and Organization Field Settings 3

• Partner User Field Customization and Visibility
• Partner Record Field Customization
• Organization Field Requirement and Visibility

Step 7: Partner Module 6

• Partner Module Settings
• Partner Types
• Prospective Partner Stages
• Partner Module Email Notifications
• Region Settings

See all 6 articles

Step 8: Deal Registration 7

• Deal Module Settings
• Deal Email Notifications
• Deal Sales Stages
• Lost Reasons
• Registration Status Workflow

See all 7 articles

Step 9: Lead Distribution Module 7

• Lead Distribution Settings
• Lead Email Notifications
• Web to Lead Form
• Lead Campaigns and Sources
• Lost Reasons

See all 7 articles

Step 10: MDF Module 5

• MDF Settings
• MDF Approval Workflow
• MDF Activities
• MDF Email Notifications
• MDF Custom Fields

Step 11: Business Planning Module 1

• Business Planning Configuration

Step 12: Forum 1

• Forum Configuration

Step 13: Training & Certification Module 2

• Training and Certification Settings
• Training & Certification Email Settings

Step 14: Co-Branded Collateral 1

• Co-Branded Collateral Settings

FAQs 11

• Everything About Our 2018 User Interface Refresh
• Where is Channeltivity hosted?
• Where Can I Find Channeltivity Release Notes?
• Is it possible to use my custom domain AND use a secure SSL connection to access Channeltivity?
• How do I add the Channeltivity login form to my corporate website?

See all 11 articles

Best Practices 16

• Launching your Partner Portal
• Increasing Partner Engagement
• Rebranding Best Practices
• Deal Registration Best Practices
• Lead Distribution Best Practices

See all 16 articles

Salesforce Integration 19

• Salesforce Integration Setup Guide
• Channeltivity: PRM Integration with Salesforce CRM
• Does Channeltivity Have a Native Salesforce Package?
• Salesforce Integration Credentials Setup
• Salesforce Integration: Deal Registration - Overview

See all 19 articles

HubSpot Integration 3

• HubSpot Integration: Deal Registration - Overview
• How do I link a Deal in Channeltivity to an existing Deal in HubSpot?
• Why are the dates and times in Channeltivity different from what's in HubSpot?

Third Party Integrations 6

• What integrations are available in Channeltivity?
• How do I use the Integration Log?
• What is the Zapier Integration and how does it work?
• Brainshark - Single Sign-On (SSO) Integration
• SnapEngage - Live Chat Integration

See all 6 articles

Single Sign-On (SSO) 9

• Does Channeltivity support Single Sign-On (SSO)?
• SSO: How to configure Channeltivity as a SAML 2.0 Service Provider
• SSO: How to configure Channeltivity as a SAML 2.0 Identity Provider
• How to Securely Embed an External Application within Channeltivity
• How Do I Configure Single Sign-On from Salesforce?

See all 9 articles

API 3

• Does Channeltivity have an API?
• What is the Best Way to Create Prospective Partners With the Data API?
• In the Custom Field Editor, what is the "API Field Name" used for?